May Report from DM
Managing Energy Exposure in a Volatile Environment
As the oil price drop accelerated last fall, we began to think about the other side of the decline and how we might best position our energy exposure for an eventual recovery. To help guide this effort, the DM equity team built a “road map” of criteria that would signal a possible turn in conditions……
Click here to read more – DM-Monthly-Report-May-15
April Monthly Insight
“Striking Buy Signal” …….the U.S. just experienced its fourth inversion in January which suggests that 2015 could be a great year for stocks.
Click here to read more – Monthly Insight – April 2015 – Striking Buy Signal
March Report from DM
If you own stocks, you will experience loss
When we take on a new client, setting appropriate asset mix is one of the most important steps in the engagement. Client attributes, such as time horizon, cash needs and risk tolerance all contribute to our recommendation……
Click here to read more – DM-Monthly-Report-Mar-15
March Monthly Insight
“Attribution Analysis” – Having a good understanding of the factors that caused past performance goes a long way towards selecting the best managers.
Click here to read more – Monthly Insight – March 2015 – Attribution Analysis
